Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding William Blair Small-Mid Cap Growth Fund Class I in their Schedule of Assets, totaling $16.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL | CORVALLIS OR | 6,427 | $703.3M | $11.2M |
| 2 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES RETIREMENT PLAN | CORVALLIS OR | 5,269 | $320.6M | $4.6M |
| 3 | ASSOCIATES RESOURCES LLC |
GRAND RAPIDS MI |
| 155 |
| $6.7M |
| $150K |
